Recurring Revenue Dataset
This dataset combines fields from the Recurring Revenue record type so that you can analyze data from subscriptions by customer, subscription, billing account, item, and other options.
The recurring revenue record is the base record for the dataset. Each subscription line record has an associated recurring revenue record that records all recurring revenue and changes to recurring revenue over the subscription term.
The record includes the following fields:
-
Revenue Month End Date
-
Recurring Revenue
-
Revenue – New or Churn
-
Revenue – Upsell or Downsell
-
Revenue – Ignored
-
Revenue – Renewed
-
Revenue – Available to Renew
-
Revenue – Delta from Scheduled Pricing Changes
-
Internal ID
-
External ID
-
Status
-
Subscription Line
This template is not based on an existing saved search.
Dataset Configuration
The Recurring Revenue dataset combines fields from one record type and one criteria field. To edit the dataset, see Defining a Dataset.
The template is configured as follows:
Root Record Type |
Joined Record Types |
Custom Formula Fields |
Data Grid |
Criteria Filters |
---|---|---|---|---|
Monthly Recurring Revenue |
|
|
|
(none) |